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Home My WebLink About02-20-15 (2) a 1505614134 EX(03-14)(FI) REVA 500 OFFICIAL USE ONLY Bureau of Individual Taxes County Code Year File Number PO BOX 280601 4 INHERITANCE TAX RETURN 2 1 1 4 0 9 6 6 Harrisburg,PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT INFORMATION BELOW 0 9 2 3 2 0 1 4 0 5 0 5 1 9 2 0 Decedent's Last Name Suffix Decedent's First Name MI S I N G I S E R DOROTHY M (If Applicable)Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI THIS RETURN MUST BE FILED IN DUPLICATE WITH THE �T' REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 1.Original Return ❑ 2.Supplemental Return ❑ 3. Remainder Return(date of death Prior to 12-13-82) A ❑ 4.Agriculture Exemption ❑ 5.Future Interest-Compromise(date of ❑ 6. Federal Estate Tax Return Required (date of death on or after 7-1-2012) death after 12-12-82) ❑ 7. Decedent Died Testate ❑ 8.Decedent Maintained a Living Trust 0 9.Total Number of Safe Deposit Boxes (Attach copy of will.) (Attach copy of trust.) ❑ 10.Litigation Proceeds Received ❑ 11.Non-Probate Transferee Return ❑ 12.Deferral/Election of Spousal Trusts i (Schedule F and G Assets only) ❑ 13.Business Assets ❑ 14.Spouse is Sole Beneficiary (No trust involved) CORRESPONDENT-THIS SECTION MUST BE COMPLETED.ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number J OE R . Z U L L I NGER 71 7; 264 60 ? 9 First Line of Address C> 'Tl , n' 1 4 N O R T H MA I N S T R E E TC ' r" rV Second Line of Address - M C:D SUI TE 200 City or Post Office State ZIP Code CHAMBE R S B U R G PA 1 7 2 0 1 ry � tom, C.ri T! Correspondenrs e-mail address: lzullinger .zullinger-davis.com REGISTER OF WILLS USE ONLY REGISTER OF WILLS USE ONLY DATE FILED MMDDYYYY DATE FILED STAMP PLEASE USE ORIGINAL FORM ONLY Side 1 1111111 IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII 1505614134 1505614134 III , 4 1505614234 REV-1500 EX(FI) RECAPITULATION 1. Real Estate(Schedule A) . . . . . .. . .............. .... .... ....... . .. .. . 1. 2. Stocks and Bonds(Schedule B) 2. 6 6 7 7 3 9 , 4 4 . ................. . ... . ... . ....... ... . 3. Closely Held Corporation, Partnership or Sole-Proprietorship(Schedule C) ..... 3. 4. Mortgages and Notes Receivable(Schedule D) ..... ... . .... .... ........ . 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property 8 0 4 4 1 7 2 p p rty(Schedule E)....... 5. 6. Jointly Owned Property(Schedule F) ❑ Separate Billing Requested ....... 6. 7. Inter-Vivos Transfers&Miscellaneous Non-Probate Property 3 6 0 0 O , O O (Schedule G) ❑ Separate Billing Requested ....... 7. 8. Total Gross Assets(total Lines 1 through 7) ........... ... . .... ... ..... 8. 7 8 4 1 8 1 , 1 6 9. Funeral Expenses and Administrative Costs(Schedule H) ... .... .... ....... 9. 2 2 1 7 0 • 5 0 10. Debts of Decedent,Mortgage Liabilities,and Liens(Schedule 1) ............. 10. 3 8 1 8 • 6 8 11. Total Deductions(total Lines 9 and 10) ..... ............. .... ......... 11. 2 5 9 8 9 . 1 8 12. Net Value of Estate(Line 8 minus Line 11) ... .............. .... ....... 12. 7 5 8 1 9 1 9 8 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made(Schedule J) ........ . ... .... ...... 13. 7 2 2 1 9 . 2 0 14. Net Value Subject to Tax(Line 12 minus Line 13) ......... .... ......... 14. 6 8 5 9 7 2 • 7 8 TAX CALCULATION-SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate,or transfers under Sec.9116 (a)(1.2)X.0 _ 0 . 0 0 15. 0 . 0 0 16. Amount of Line 14 taxable at lineal rate X.045 6 8 5 9 7 2 , 7 8 16. 3 0 8 6 8 , 7 8 17. Amount of Line 14 taxable at sibling rate X.12 0 . 0 0 17. 0 . 0 0 18. Amount of Line 14 taxable at collateral rate X.15 0 . 0 0 18. 0 • 0 0 19. TAX DUE ... ......... .. . . . . .................. ... . .. . .. . . . . . . . .. 19. 3 0 8 6 8 . 7 8 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ❑ Under penalties of perjury,I declare I have examined this return,including accompanying schedules and statements,and to the best of my knowledge and belief, it is true,correct and complete.Declaration of preparer other than the person responsible or filing the return is based on all information of which preparer has any knowloge. SIGN £OF ERS.QMASPONSIBLE F ING RE R • Ccs �."�•..� / ADDRESS 77 East ng Street, P.O. Box 250 Shippensburg PA 17257 SIGNA O PREPA R OTU01 TH ONRERO BLE FOR FILING THE RETURN 1� ADDRES 14 Nddh Main Street, S ite00 ChambersburgPA 17201 I IIIIII VIII VIII VIII VIII VIII VIII VIII VIII VIII IIII IIII Side 2 1505614234 1505614234 REVA500 EX (FI) Page 3 File Number Decedent's Complete Address: 21 14 0966 DECEDENTS NAME DOROTHY M. SINGISER STREET ADDRESS 210 Big Spring Road CITY STATE ZIP Newville I PA 117241 Tax Payments and Credits: t. Tax Due(Page 2,Line 19) (1) 30,868.78 2. Credits/Payments A.Prior Payments 27,509.53 B.Discount 1,447.87 (See instructions.) Total Credits(A+B) (2) 28,957.40 3. Interest (3) 4. If Line 2 is greater than Line 1 +Line 3,enter the difference.This is the OVERPAYMENT. Fill in oval on Page 2,Line 20 to request a refund. (4) 0.00 5. If Line 1 +Line 3 is greater than Line 2,enter the difference.This is the TAX DUE. (5) 1,911.38 Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred ...................................................................... ❑ 191❑ b. retain the right to designate who shall use the property transferred or its income ............................... X c. retain a reversionary interest ..................................................................................................... ❑ 0 d. receive the promise for life of either payments,benefits or care? ....................................................... ❑ 0 2. If death occurred after Dec.12,1982,did decedent transfer property within one year of death without receiving adequate consideration? ....................................................................................... 1XI ❑ 3. Did decedent own an"in trust for"or payable-upon-death bank account or security at his or her death? ......... ❑ 4. Did decedent own an individual retirement account,annuity or other non-probate property,which contains a beneficiary designation?.................................................................................................. ❑ 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994,and before Jan.1,1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent[72 P.S.§9116(a)(1.1)(i)]. For dates of death on or after Jan. 1, 1995,the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent [72 P.S.§9116(a)(1.1)(ii)].The statute does not exempt a transferto a surviving spouse from tax,and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1,2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent,an adoptive parent or a step-parent of the child is 0 percent[72 P.S.§9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent,except as noted in [72 P.S.§9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent[72 P.S.§9116(a)(1.3)].A sibling is defined, under Section 9102,as an individual who has at least one parent in common with the decedent,whether by blood or adoption. REV-1503 EX+(8-12) pennsylvania SCHEDULE B DEPARTMENT OF REVENUE INHERITANCE TAX RETURN STOCKS & BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M. SINGISER 21 14 0966 All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Investment Account#1941, held with Orrstown Financial Advisors, consisting of the following: 1. 403 shares of Beistle Company stock @804.10 324,052.30 2. 10,000 Cornwall-Lebanon PA School District Bond dated 5/15/2005; maturity 2/15/2023; 101,883.00 at 5% 3. Accrued interest to date of death on Item No. 1 above 527.78 4 93.432 shares Dodge&Cox Mutual Fund @45.99000 4,296.94 5 1429.583 shares Federated Equity FDS STRG VAL DV INST Mutual Fund @6.160000 8,806.23 6 3675.676 shares Federated Total Return SERS TOTL RET INSTL Mutual Fund 40,652.98 @11.06000 7 Accrued dividend on Item 5 above 93.28 8. 2951.384 shares PIMCO FDS PAC INVT MGMT SER Low Duration Mutual Fund 30,458.28 @10.32000 9. Accrued dividend on Item 7 above 10.00 10. 803.057 PIMCO FDS PAC INVT MGMT SER ALL ASSET INST Mutual Fund 9,973.97 @12.42000 11. 296.913 shares ROWE T. PRICE Equity Income Fund Mutual Fund @34.26000 10,172.24 12. 328.043 shares Vanguard/Wellesley Income Fund Admiral Shares Mutual Fund 20,453.48 @62.35000 13. 1147.475 shares Vanguard Fixed Income Services Fund INFLT PRT ADMR Mutual 30,121.22 Fund @26.25000 14. 3086.805 shares Vanguard Fixed Income SECS FD INTRM INVGRDAD Mutual 30,466.77 Fund @9.87000 15. Accrued dividend on Item 13 above 63.93 TOTAL(Also enter on Line 2,Recapitulation) $ 667 739.44 If more space is needed, insert additional sheets of the same size Continuation of REV-1500 Inheritance Tax Return Resident Decedent DOROTHY M. SINGISER 21 14 0966 Decedent's Name Page 1 File Number Schedule B -Stocks & Bonds ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 16. 3795.848 shares Vanguard Fixed Income SECS Fund STRM INVGRA AD Mutual 40,691.49 Fund @10.72000 17. Accrued dividend on Item 15 above 52.73 18.. 85.801 shares Vanguard Index Funds Mutual Fund @151.08000 12,962.82 19. U.S. Series HH Savings Bonds, due 8/16, face value$500.00 500.00 20. U.S. Series HH Savings Bonds, due 5/16, face value 1,500.00 SUBTOTAL SCHEDULE B 55,707.04 GRAND TOTAL SCHEDULE B (Also enter on Line 2,Recapitulation) $ 667,739.44 REV-1508 EX+(08-12) pennsylvania SCHEDULE E DEPARTMENT OF REVENUE CASH, BANK DEPOSITS & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF: FILE NUMBER: DOROTHY M. SINGISER 21 14 0966 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Federated Money Market Account held in Investment Account#1941 with Orrstown 18,176.52 Financial Advisors, including interest accrued to date of death 2. Checking Account#103009725, Orrstown Bank, including interest accrued to date of 17,783.56 death 3. Genworth Financial, refunds for long term care 7,752.25 4. AF&L Insurance Company, refunds 1,625.20 5. Presbyterian Homes, refund of care services 2,542.94 6. Presbyterian Homes, return of 42% of original buy-in 32,439.14 7. Refund from Citibank 24.98 8. Prorated benefit payment from PSERS 97.13 TOTAL(Also enter on Line 5,Recapitulation) $ 80 441.72 If more space is needed,use additional sheets of paper of the same size. REV-1510 EX+(08-09) pennsylvania SCHEDULE G DEPARTMENT OF REVENUE INTER-VIVOS TRANSFERS AND INHERITANCETAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M. SINGISER 21 14 0966 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page three of the REV-1500 is yes. DESCRIPTION OF PROPERTY ITEM INCLUDETHE NAME OF THETRANSFEREE,THEIR RELATIONSHIPTO DECEDENT AND DATE OF DEATH %OFDECD'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER.ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IFAPPUCABLQ VALUE 1. Cash gift made on 12/17/2013 to Pamela J.Roberts, daughter 3,000.00 100.00 3,000.00 0.00 of decednet 2. Cash gift made on 12/17/2013 to Kent Roberts, son-in-law 3,000.00 100.00 3,000.00 0.00 of decedent 3. Cash gift made on 12/17/2013 to Richard M. Singiser, son of 3,000.00 100.00 3,000.00 0.00 decedent 4. Cash gift made on 12/17/2013 to Kathy Singiser, daughter- 3,000.00 100.00 3,000.00 0.00 in-law of decedent 5. Cash gift made on 3/28/2014 to Pamela J. Roberts, daughter 12,000.00 100.00 3,000.00 9,000.00 of decedent 6. Cash gift made on 3/28/2014 to Kent Roberts, son-in-law of 12,000.00 100.00 3,000.00 9,000.00 decedent 7. Cash gift made on 3/28/2014 to Richard M. Singiser, son of 12,000.00 100.00 3,000.00 9,000.00 decedent 8. Cash gift made on 3/28/2014 to Kathy Singiser, daughter-in- 12,000.00 100.00 3,000.00 9,000.00 law of decedent TOTAL (Also enter on Line 7,Recapitulation) $ 36 000.00 If more space is needed,use additional sheets of paper of the same size. REV-1511 EX+(08-13) pennsylvania SCHEDULE H DEPARTMENT OF REVENUE FUNERAL L EXPENSES AND INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M. SINGISER 21 14 0966 Decedents debts must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative Commissions: Name(s)of Personal Representative(s) Orrstown Bank 15,000.00 Street Address 77 East King Street, P.O. Box 250 city Shippensburg state PA ZIP 17257 Years)Commission Paid: 2015 2. Attorney Fees: Joel R. Zullinger 6,500.00 3. Family Exemption:(If decedents address is not the same as claimants,attach explanation.) Claimant Street Address City State ZIP Relationship of Claimant to Decedent 4. Probate Fees: Letters 460.00; short certificates 25.00; will 15.00; JCS fee 35.50; 670.50 automation 5.00; inheritance return 15.00; inventory; additional cost of letters 100.00 5 Accountant Fees: 6. Tax Return Preparer Fees: 7. TOTAL(Also enter on Line 9,Recapitulation) $ 22 170.50 If more space is needed,use additional sheets of paper of the same size. REV-1512 EX+(12-12) pennsylvania SCHEDULE DEPARTMENT OF REVENUE DEBTS OF DECEDENT, INHERITANCE TAX RETURN MORTGAGE LIABILITIES&LIENS RESIDENT DECEDENT ESTATE OF FILE NUMBER DOROTHY M. SINGISER 21 14 0966 Report debts incurred by the decedent prior to death that remained unpaid at the date of death,including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Millennium Pharmacy, balance due for prescriptions 541.86 2. Darryl K. Guistwite, D.O., medical expenses due at death 278.48 3. Chambersburg Hospital, medical expenses due at death 26.70 4. Philhaven, medical expenses due at death 29.64 5. Cardiology Diagnostic, LLC, medical expenses due at death 35.00 6. U.S. Treasury, estimated tax payment 2,149.00 7. PA Department of Revenue, estimated tax payment 758.00 TOTAL(Also enter on Line 10,Recapitulation) $ 3,818.68 If more space is needed,insert additional sheets of the same size. REV-1513 EX+(01-10) pennsylvania SCHEDULE J DEPARTMENT OF REVENUE BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF: FILE NUMBER: w DOROTHY M. SINGISER 21 14 0966 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S)RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [Include outright spousal distributions and transfers under Sec.9116(a)(1.2).] 1. Richard M. Singiser, 9 Catalpa Court, Boiling Springs,PA17007 Lineal 297,876.80 Items 3&7 on Sch G - 9,000.00 40%of 722,191.98 = 288,876.80 2. Pamela J. Roberts, 8735 Pineville Rd., Shippensburg,PA17257 Lineal 297,876.80 Items 1&5 on Sch G- 9,000.00 40% of 722,191.98= 288,876.80 3. Kent Roberts, 8735 Pineville Rd., Shippensburg, PA 17257 Lineal 9,000.00 Items 1&6 on Sch G- 9,000.00 4. Kathy Singiser, 9 Catalpa Court, Boiling Springs, PA 17007 Lineal 9,000.00 Items 4&8 on Sch G - 9,000.00 5. Richard H. Singiser, 526 Serene Waters Trail, Jonesboro, Lineal 36,109.59 GA 30236 5% of 722,191.98= 36,109.59 6. Timothy Singiser, 66 Bayshore Court, Albilene, TX 79602 Lineal 36,109.59 5%of 722,191.98= 36,109.59 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18 OF REV-1500 COVER SHEET,AS APPROPRIATE. jI. NON-TAXABLE DISTRIBUTIONS: A.SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT TAKEN: 1. B.CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS: 1. Memorial Lutheran Church, 34 East Orange Street, Shippensburg, PA 17257 72,219.20 10% of Funded Revocable Trust created 7/15/1996, as amended 3/4/2010 TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET. $ 72 219.20 If more space is needed,use additional sheets of paper of the same size. 1911512014 15:48 orrstown financial advisers O:AX)7175329342 8.0031008 JR.Z - 5 . 1 singiser. 2 January 18, 2Q10 RECORDED OFFICE OF REGISTER OF WILLS 2 14 OCT 7 PM .1 38 LAST WILL AND TESTAMENT C L E OF ORPHANS' COURT CUMBERI-01D CO., PA I, Dorothy M. Singiser, of 133 Cumberland Avenue, Shippensburg, Franklin County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my will, hereby revoking any and all former wills and codicils thereto by me heretofore made . I direct that all my just debts and funeral expenses, including. all expenses of my last illness, shall be paid from my estate as soon as practicable after my decease as a part of the expense of the administration of my estate. I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature (not including cash or securities) together with any existing insurance thereon to my children, Richard M. Singiser and Pamela U. Roberts, if they survive me by thirty days, to be divided among them by my executor with due regard for their personal preferences in as nearly equal shares as practical. Any such article allotted to a minor may as my executor thinks advisable either be delivered to the minor or 10115/2014 15:48 orrstown financial advisers (FAX)7175329342 P.004/008 any person to hold for the minor, or be sold and the proceeds paid to the trustee for the minor as established in the hereinafter referred to revocable trust agreement . I devise and bequeath the residue of my estate of every nature and wherever situate to the Orrstown Bank, Shippensburg, Pennsylvania, to be added to and thereafter treated as a part of that certain revocable funded trust agreement created by me on July • 15, 1996, with amendment dated _0��I' Y 2010, of which Q Orratown Bank is trustee, to have and to hold IN TRUST for the uses and purposes and subject to the terms and provisions thereof, including any alterations or amendments thereof or any other intervivos trust which may hereafter be substituted therefor. Ai IV. Any fiduciary under this will shall have the following powers in addition to those vested in them by law and by other provisions of my will applicable to all property whether principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of my estate, real or personal, without regard to any principle of diversification of risk. Page 2 10115/2014 15:48 orrstown financial advisers fAX)7175329342 P.0051008 B. To invest in all forms of property including stock, common trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries as they deem proper, without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a nominee or unregistered. V. Except as otherwise may be provided in my wife' s will or trust or in any other trust, all Federal, estate and other death taxes payable because of my death on the property forming my gross estate for tax purposes, whether or not it passes under this will shall be paid out of the principal of my probate estate so that the burden falls on my residuary estate and none of those taxes shall be Page 3 1011512014 15:48 orrstown financial advisers O:AX)7175329342 P.0061008 charged against any beneficiary. The provision concerning payment of taxes shall not apply to generation-ekipping taxes and any property over which I have a general power of appointment for Federal estate tax purposes. V1. I appoint the Orrstown Bank, my daughter, Pamela J. Roberts, and my son, Richard M. Singiser, as co-executors of this my will. VII. No bond shall be required of any fiduciary hereunder in any jurisdiction. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my last will and testament, consisting of six typewritten pages, the first three of which bear my signature in the margin for the purpose of identification this day of Signed, sealed, published and declared by the above-named testatrix as and for her last will and testament in our presence, Page 4 1011512014 15:48 orrstown financial advisers (FAX)7175329342 P.007/008 who in her presence, at her request and in the presence of each other have hereunto set our hands as attesting witnesses . a A 2y- - kylA �� V-9- (7 We, Dorothy M. Singiser, and the testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instic-ument as her last will and testament and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses, in the presence and hearing of the said testatrix, signed the will as witnesses and to the best of their knowledge, said signer was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Tea rix Witness �ZY, Witness Page 5 '! I 10115/2014 15:49 orrstown financial advisers (:AX)7175329342 P.0081008 Subscribed, sworn to and acknowledged before me by the above-named signer and subscribed and sworn to befor e by the above-named witnesses this or day of 7t-) p)a&rV 201b Notary Public —COMMONWEALTH T OF PENNSYLVANIA NoterfelSeal Angela M.Schaeffer,Notary Pub9C ShIPPensbUrg 130m,Cumberland county MY COMMISSIon EKpIrez May 15,2011 Member POnerAvoola Association of Notaries Page 6 f FUNDED REVOCABLE TRUST AGREEMENT MADE and. entered into this 5�day of , 1996 , BETWEEN DOROTHY M. SINGISER of 133. Cumberland Avenue-, Shippensburg, Franklin-County, Pennsylvania, hereinafter called "Settlor,. AND ORRSTOWN BANK, a Pennsylvania banking institution, with. principal offices in the Borough of Shippensburg, Cumberland County, Pennsylvania, hereinafter called "Trustee,11 NOW, THEREFORE, WITNESSETH that the parties hereto, intending to be legally bound hereby, agree as follows: 1'. Settlor grants, assigns and sets over to Trustee and its successors all the property described in Schedule A annexed hereto, and said property together with all other property, real or personal, that may be added to the trust (such property and additions being hereinafter called "Principal") shall be held by Trustee, IN TRUST, upon the fallowing terms. 2. During Settlor's lifetime Trustee shall invest and manage the property as it separate trust and make distributions as follows: A. Settlor directs that Settlor shall have full power and authority to direct the investment- and reinvestment of all trust funds and Trustee shall act in accordance with Settlor's written instructions as to such investment. and reinvestment of- trust funds, and Settlor further directs that Trustee shall not be liable for any loss sustained on any investment made by it pursuant to such written direction; however, at any time, if in. Trustee's sole opinion, Settlor cannot be conveniently reached or Settlor is unable to properly manage Settlor's financial affairs, Trustee, in Trustee.'s sole discretion, may take any Page i FIT �.•.L}1:;:;5;:'-"-1':'5 i `'''•�'' :;rj• `�•• �. .3;A+.s. .4 r c..1„yfi..,'•:'ir:.=,.;1�-:� �:' ::wi,:4e:.;i1,�.`;.., a `�"i;. =i2,ras;,,. rri`; t ',., • .,r�K;±:.;•_;,i,"1`'• ,7:. src:,��:`ri' } l�i .r+nq> ^`o'\:j`tl�-"+:�.},tom 4°;y. a:Tr''Sna. :rn. :.�.:..y+;"...,_4:::: `•?•`:..•..:.;... .. .. r� t .!�`,;S�l.-'y��i.. _25,.�,.,.K•. i..-i•;'ti. Yr.. ':i:i'•:; - .,Yu.4(:rr.:•'ter �ti:4�.^�e�:;)IF,}ar,nit,. ;k'.i 3. ;a.iit.. .•'.a:. ji •!�a k.5,, J'- t J'f�Y ^chrRT.,.k:IC�S/'1, .,Fr.,.•4"ri:c:. ,1 rrff...:"7.+, :SI .\ - .R,!'r:': .I::- , .:r. a•,4:�'�:'Ye".Yi''.'«'':1;s5:x''.'fI1SSm"s•�i_'"»'a'.du'nui'r".'t' .•yly .F.ti'i:k':'�k:•' ';^J';iri'. .�.�:. ��{�.•,H,•rru,:'a.'. _:.. Q 1! q < - � � �Wr �;i�l,rl � �A .S a s.:�' � 1 �• ;,� � }H.i�J'Y!4f'li+Y�i'`1 44 =8:::. e�, As,:s.�•nnzcti�"-{, �e!ven"�it�r"�t22w •o �•�the net ii►+eome=:rnaiid mow: �'SI .C.'ifs .�`:a :4 i..vd,, i'z s,'. 1.11^.•1 .r<•`t ...•�. .f". �ayf:w-•- '{c try .w 54,.ar•. 5.. �'• � rrr :5 rz"'-.y,s" 1_,.✓-,.n.. tsF`. :�f••• .K�n..r.f!7?f.. ..,�i,:,.•„ ,. r,�� •;j.,-,, ,��.;�..'Y,,;�_;� �.,,.;�,Pr3.ncipa2�:�as; SettlorrmaY.�€ro�si.;,;tfAie:;ta.:t3ane;��dixe�ct'��;;.°..:;,,.':: 'rt i�."i�'�„�, 'Y'ti,� .r-� t1L=v.._'7(.r'r' r• .<n _ .. _ shall: be°'paid `either::to :Settlor.°I:o'r"as :�. • =xra• ,,: :, Settlor.:inayy 'specify: .`• .. C. Any remaining net income shall from time to time be accumulated and added to Principal; however D. If Settlor is in Trustee's opinion, disabled by advanced age, illness or other cause (and unable. to manage Settlor's affairs) as much of the net income and Principal as Trustee may from time to time think desirable for Settlor's welfare, comfort, support or emergency needs shall be paid or applied directly for those purposes (any such payments may be made- to such person or organization as Trustee may select, whose receipt shall discharge Trustee as to such payments) . . Upon the death of the Settlor, Trustee shall. distribute the assets of the trust to Settlor's children, namely Richard M. Singiser and Pamela J. Roberts, in equal shares, provided that should Richard M. Singiser predecease me or die on or before the thirtieth, day following my, death, his share shall be retained by MY Trustee and held in separate trust with the net income payable to his wife, Kathy H. Singiser, during her lifetime or until such tizuo- asshe remarries, whichever should. occur first, at which time, the Principal -of the trust estate shall be distributed in equal shares to the then-living issue of my son, Richard M. Singiser, and in default of any such then-living issue, to my daughter, Pamela J'- Roberts. Should my daughter, Pamela J. Roberts, predecease me or die on. or before the thirtieth-day following. my- death; her share- sha21 beretained by my Trustee and held. in separate trust with the net income payable to her husband, Rent C. Roberts, during his li-f'4atime, or until such time as he remarries, whichever should occur first, at which time, the Principal, of the trust estate shall be distributed in equal shares to the then-living issue of my son', Richard M. Singiser, and in default of any-such then-living issue; to Uty son, Richard M. Singiser. 4. in the. event any beneficiary named herein is under the age of t'w'a22ty-one years at the time set for final distribution -of this trt2a;t, Trustee shall not distribute said beneficiary's share but shall hold said share in separate trust until the beneficiary- Page eneficiaryPage 2 ' � t P11 plism, IN' M-C R t MT 7"Ir 11:51FIR X .. aittains. the age. of'.twenty-one years. -..Trustee shall have the power ......... to use Principal as well as income from time to time for the beneficiary's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide. for such support and education, or to make payment for these purposes, without further responsibility to the minor or to the minor's parent or to any person taking care of the minor. In. the event- any beneficiary dies prior- to the termination of this separate trust the trust. shall terminate and the proceeds paid to the personal representative. 5. The Principal and income of this* trust shall be free from anticipation, assignment, pledge or obligation of Settlor or of any beneficiary and shall not be. subject to any execution or attachment or to voluntary or involuntary alienation. 6. Trustee shall have the power, but not the duty, to make- such expenditures out of this trust as it, in its uncontrolled discretion, may consider desirable in order to facilitate the settlement of Settlor's estate. In exercising such power, Trustee may pay, in: whole or in part, any or all of thefollowing items: the expenses of Settlor's last illness and burial., including cost of grave marker, her debts, her income taxes, the death taxes on any and all property included in her gross estate for tax purposes, and all other items in connection with the settlement of her estate. Any such items may be paid directly by Trustee or the funds. for their payment may be transferred by Trustee to Settlor's executor or administrator, and neither such executor or administrator nor any beneficiary of Settlor's estate shall be required to reimburse Trustee for any funds, so paid or transferred. All such death taxes on present or future interests shall be paid at such time or times as Trustee may think proper, -regardless of whether such taxes are then due, provided that any postponed taxes on future interests shall be charged against the particular share with respect to which the taxes are imposed. 7. Any fiduciary under this trust shall have the following powers in addition to those vested in them by law and by other provisions of Settlor's will applicable to all property whether Principal or income, including property held for minors, exercisable without Court approval, and effective until actual distribution of all property: A. To retain any and all of the assets of Settlor's estate, real or personal,- without regard to any Page 3 ,. r i 'Rn?i �� ` M `�''JS'TaS r., ��••-=.Fye_" ett??�..�;.r t a.E' "t {..�'�q',��'`.y,',"',•"�: A.+ �R ,rA..• a:' :l':i:.<.l..rn4,' �... '`��,'�,;' .�'r.,�...::y.nx..g,...tx',r+.... tt' ,xw :••t +rysAQ.s. :.t-•- .3r n.e ��} •�N ..b`•• r' `.s '4•..' .}3{•..;:,3•...'.!,'.°,:., fT ..�. .K "t.�.� 3: k`M::Tf1.!•ci ��;i'i„•S.'•.!}�}"�"i1Y?.+.S`.•:•:..r.`'r:5„J:.:.:::r,'.!i>i" :::i•i:�':':i;:'::ay.. .:,•':: ;t'• .. .- , srr t7'. 'T• Si:; ','•pL:,•' r ;t'�,,,..,ra.y. t-:�.: .y:� .h''-„.% ::tip- - :,#,: 4. �-.,��s ,yy..r.,•f2. �`.�,., �%is'i:` ::t,.rr..;,.;,r'tr...�-r?r„,.�;Y.r -,«� �.:;:w: .:r4W:�`,;.:a.a.:`: •z.•i:a�.: K, } 'w �xf .e. L. y.. �';la.;'Y /,y:ti'r .ty `7:.'..+M'.,•s.:........- '.' - _ i• a . t.e•r,_n,.,.lr< ,�'l'i',i�''� _ .. ,�1 .J r ,i ev . ,(�t�.n�• .. ;n;!i:.i r_t:.�,;: 1Q O� ft:?lt'.�OJ0��38jCw°' { :L fal ieti' AA "TRtit n �1�cT 1J tY .,n.j:Y•. , •�,' r+�'•''t1."��'S��:-`��1•�' Y,ch Jf- �; ;rnL'H '" ; sTo Invest�iix� ,all's forms 'of'property•'inciudirig stock, L'...Y;.+1:ei�;S_ 4�r7v:.t1'n`A»slY)w•. .+�e. .. 1: .. .r.: ;�•,,:�:;�.,�,..stocic•;of •.•+Crrstowii =Bank,• common "trust funds and mortgage investment funds without restriction to investments authorized for Pennsylvania fiduciaries -as they deem propery without regard to any principle of diversification of risk. C. To sell at public or private sale, to exchange or to lease for any period of time any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms or conditions as they deem proper. D. To allocate receipts and expenses to Principal or income or partly to each as they from time to time think proper. E. To compromise any claim or controversy. F. To distribute in cash or in kind or partly in each. G. To hold property in their names without designation of any fiduciary capacity or in the name of a, nominee or unregistered. H. To prefer income investments favoring the. life. tenant over investments with the potential to appreciate in value in the event inflationary pressure has reduced the buying power of the income normally produced on trust instruments. a. subject:. to. the approval of Trustee., anyone. may. add.property, . .. . real or personal, to the Principal of this trust by deed, will or otherwise. ' 9. Settlor reserves the right by an instrument in writing intended to take effect during SettlorIslifetime signed by Settlor and delivered to Trustee to revoke or amend this agreement in whole or in part provided that the duties,, powers and liabilities of Trustee shall not be. substantially changed without its written consent. 10. Trustee shall receive, compensationfor the performance of its Page 4 1 ,� _- ___ x i s��::��''�� .�, ..k.,�'�••'. r'(ii ''�`''`�:i>sc.r'^°:rir7,'v:3s•¢,:. ,�::;X.4.r..;.: �•E':.. .t"7a•c:':•.�;1:,.1'"` � -.- . "�'�'4His'^ :4.nJ"x,s,'=.%•• ;�1 .��`° � �rt �, u?c'G� y1. .�.y(' .'��+t +ss.,h+1. A;`�r"'`~':::.....� . ., •. ^L ti„G +,' •r-,�,: .rx',k'. xr � i��r ;ix t.,�iri.Vt ?'fw^=;i'';y"' �fr"s, F•'+::..i:,i - '... ' - rs' i -r'A T� �i"j" � 7:, t�" 't.•y;t Yt,.7�7�e k"tal j 3 i v - y , 4a .t.i[vi��,11•�„di '�.'r.i'F�v"n@§" a � e �.r,.! ',� i �� {14r p'a _r _ ,+at.:i, :..F.; ',', . " funiztibans hereunder��;inw=mccordance with ;its standard sche3uZe of �,;; eesr�: �effgct .from,tixae c-!v during the period over which its The situs of this trust for administrative and accounting purposes shall be in the County of Cumberland, Commonwealth of Pennsylvania, and all questions pertaining to the construction or validity of the provisions of this instrument shall be governed by the laws of that Commonwealth. IN WITNESS WHEREOF, the parties hereto have hereunto caused these presents to be executed the day, month and year. aforesaid. Witne=ss At st: RRSTOW��N%�BANK ` By Secretary. STATE OF PENNSYLVANIA- COUNTY OF QLtrA8G?- AfJD : on this. the !S"�' day of - , 19 9& , before me a notary public, personally app are$—Dorothy M. Singiser,. known to me. or satisfactorily proven to be the person whose name is subscribed to. the within instrument and- acknowledged that she executed the same for the purposes therein contained. In Witness Whereof, I hereunto set my hand and official seas. S a Q. Notary Public My commission expires: I maintain my office in: fMOTRRIAL SEAL LOIS A.SOLLFWIMER,Notary Public ShIppensbum Baro,Cumberland Co..PA. Pip Commlankn Expires March 3.1997 Page 5 5'•-'+.^r^-l,'„-_`ti:h.;ymro��..Ft"•� `'" "l,:ii J!�:"u'��_:.�?a'"�"ssr: ,^.,�::. .:_y :S� •i2:.�.w.i:.y' �e� _�.rr.`='d�?'4'�r�ivi!:?...,?b;�•i+W:tip !i,�:•�r�L,.F�7•„•`,!-:'r::ii;.:.;r:,::. .;:1. y:�,::,�r - ''� "tJy�'il'L'.n!.dt'' 7, �."Y��•_St^•-:,�,:�f�r!.iJ.•_�:.�.?:f�. .�> f•1<:. �:r.�;s.j,,ia:�4i� _ t-1:i.�.r,t_y .::n.;:... _ `.” .f..,e. r• .aFr: ti, ,:� ':S(Y r.^r...�,L�•s .s'` .s' --'bf.-�::'"�:::'4:C.:.� ��;'�'f:rr.. �irn.G.;�!M1�i'.,ro`-'-?.;:.�:.•' .: G, v•1S'vT I'F'r,��"1Y.�•n'^J�i'r;?':r;:.`,:;�>- `7N.�� i�f�f'�s1'Jp,�s'1 i.d. fF4rPs �f�'kf �•.a�• ,:t. ��^y +��a •'r :s},,,s. rt 4 �r ti3'.Y ,,.r.;st� -x.T°I �r�r �fisF} 1 Co~7i�s..b� Q!.?f^r F y�J�1�:�r":1�•�. �'• �'�-�yc".4'��Ey}t }FesS�i;"k2'�v q.fs.'4�1u..r4.�s�,lF/.�""�f'�.._s lxa.t;f:�.r�"�,. �P71'i' s 1 ,(�•..i:::.: M— s'+^,' :.�r.c x �1 d 5r J•t?,+ f I''.:"`4' ty V .c'.-': t. �� '�`w.�'.c'�:;7;r:T=:r7e;: .,n` ...yrr ,v,•,t��r.4.:r.;.r'�"'rr+t:t,»-.x N_;y..•� <•.,.c,'"J'F.: .^t'.. _ .r�.. - ." 9'f,�f .Jf:�•�'.iC'..it._ �!i(y'�*;r..:U^.':.e .•:'1 "'Cx..x..C � Y.. „_.:i`:'.: l:.rt.,.y�^.�;,dpa..tr•'`>ii7r_t ..)• •i'•' .s r) , 'Of before me On':this;thie` :- , •. a _nota ublis ersonall -a ea ed who acknowledged himself : to be the "rays-r aFF,cfFrZ__ ,- Of QRRSTQWN BANK, a corporation, and that he as such - P2 Sr 6rF1cc7z_ , being authorized to do so,, executed the foregoing instrument for. the purposes therein contained by signing the name, of the corporation by himself as such J-gust- 0FFtce7Z__, « In Witness Whereof* I have hereunto set my hand and official seal. Notdry Public My commission expires: I maintain my office in: s NOTAMAL 4it LCIS A.SSOL EMM tc!t.aT;!Fj.!i� MIPPOnOurg 3w6;Cu--R �Iard Cn..PA MY C=---4z lcn Expkw Mwch 3,1897 T R Page 6 e t� :?�''{�,'.`fry.p�'?y 'Y. y�s..K:Ha.:•1- _�,r�_+'•�}_:«t:.......,:•c.:, -w'r?:� .+x'�2`y... '+`��y'•,"�'..."_.:rl.r 'i ji,'•�`z."G�.�t'�3:� ,..s. .. rr...Ff,.?, ..r«:a��?.etr��%'�s1�•"-'f'•�-:"' :r`..L'T�•ii +:Y;•;:ti'3-�.<.':,,.•;.r�'.-.,..4�-• �^ .. — .. -. - il•%it�:�.is fi:fS? ��''Ir1•'•-;:'Ft' �:�,:_:r.:•j,r:...,i{�T:`�y'�S•j•i��n.::.;.-... � _ .. ..� M ,:t",''U•`k J,r..', :42..'.:fJR. ..'�•�.y.;,�,:;r:xi.•-•;'e';:":�r":;�•:i'hi�Y,"�'r'.s•:.{�.:;,�. � .: ., ..... r� �' iT •}Ss' •+tx�51'' "=j.-r�"r s jaV�:.tai ._.,.•. 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SINGISHR asr Se do199 grid ORRSTOWN BANK as Trustee etweeri DOROTHY } + 0 Page 7 JRZ February 8, 2010 AMENDMENT TO FUNDED REVOCABLE TRUST AGREEMENT MADE this '`J of tyjVdh , 20j,0 , BETWEEN DOROTHY M. SINGISER, of 133 Cumberland Avenue, Shippensburg, Franklin County, Pennsylvania, hereinafter referred to as "Settlor" AND ORRSTOWN BANK, a Pennsylvania banking institution, with principal offices in the Borough of Shippensburg, Cumberland County, Pennsylvania, hereinafter referred to as "Trustee" NOW, THEREFORE, WITNESSETH that the parties hereto, intending to be legally bound hereby, agree as follows : 1. Settlor entered into a funded revocable trust agreement with Orrstown Bank, on July 15, 1996 . The intent of this agreement is to amend said trust agreement . 2 . Paragraph 3 of said trust agreement dated July 15, 1996 , is hereby revoked in its entirety. In lieu thereof the following is substituted: If Upon the death of the Settlor, Trustee shall distribute the assets of the trust as follows : A. Five percent thereof to Settlor' s grandson, Richard H. Singiser; B. Five percent thereof to Settlor' s grandson, Timothy A. Singiser; C. Ten percent thereof to the Memorial Lutheran Church of Shippensburg, Pennsylvania; D. The balance of the trust shall be distributed to Settlor' s children, Richard M. Singiser and Pamela J. Roberts, in equal shares, provided that should Richard M. Singiser predecease Settlor or die on or before the thirtieth day following Settlor' s death, his share shall Page 1 1 be retained by the Trustee and held in separate trust with the net income payable to his wife, Kathy H. Singiser, during her lifetime or until such time as she remarries, whichever should first occur, at which time, the Principal of the trust estate shall be distributed in equal shares to the then-living issue of my son, Richard M. Singiser, and in default of any such then-living issue, to Settlor' s daughter, Pamela J. Roberts . Should Pamela J. Roberts predecease Settlor or die on or before the thirtieth day following Settlor' s death, her share shall be retained by the Trustee and held in separate trust with the net income payable to her husband, Kent C. Roberts, during his lifetime, or until such time as he remarries, whichever should occur first, at which time, the Principal of the trust estate shall be distributed in equal shares to the then-living issue of Settlor' s son, Richard M. Singiser, and in default of any such then- living issue, to my son, Richard M. Singiser. " 3 . . In all other respects the funded revocable trust agreement dated July 15, 1996, is hereby ratified and affirmed. IN WITNESS WHEREOF, the parties hereby have hereunto caused these presents to be executed the day, month and year aforesaid. Witness: or thy M. S iser es O STOWN B STATE OF PENNSYLVA IA: COUNTY OF On this the _67 qday of 20/0 , before me a notary public, personally appeared Dorothy M. Singiser, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument and acknowledged that she Page 2 __ i executed the same for the purposes therein contained. In Witness Whereof, I hereunto set my hand and official seal . COMMONWEALTH OF PENNSYLVANIA Notarial Seal hit" Angela M.Schaeffer,Notary Public 0 r- Shippensburg Boro,Cumberland County Dgkary" Vub-1-1-c My Commission Expires May 15,2011 Member,Pohilkyly4hig Association of Notaries STATE OF PENNSYLVANIA: COUNTY OF On this the day of 2010 , before me a notary public personally appeared L)ame-j k . I f. who acknowledged himself to be the n"- of ORRSTOWN ()BANK, a corporation, and that he as such -L- nrf - -J1!JL1C- L�T I (-Cy , being authorized to do so, executed the foregoing instrument for the purposes therein contained by signing t e name of the corporation by himself as such In Witness Whereof, I have hereunto set my hand and official seal . Notary l Pub is My commission expires : I maintain my office in:\SL,,, CO,MP,!OjNVVF-ALTH OF PENNSYLVANIA -7-' ' Notan"..11 Robin Lynn Burnhts= T-lublic Shpp(-ns0uif)i3oio,C!irv;oo,irn GOUMY rviv(,rjnw,,,j!—,jn b.2012 Absocialicn OF 01O,Z�fles Page 3 i Estate Valuation / Orrstown Financial Advisors Daniel K. Baer VP, Trust Officer & Financial Advisor Date of Death: 09[23/2014 Estate of: Dorothy M., Singiser Valuation Date: 09/23/2014 AcCoufit:, 1941 Processing Date: 09/24/2014 Report Type. Date of Death Number of Securities. 12 File ID: D. SingiSer #1941 Shares Security mean and/or Div and int security or Par Description High/Ask Low/Bid Adjustments Accruals value 1) 100000 CORNWALL-LEBANGN PA SCH DIST (219521QG9) Interactive Data Corporation DTD: 05/15/2005 Mat: 02/15/2023 SW 09/23/2014 101.88300 Mkt 102.883000 101,883.00 Int: 08/IS/2014 to 09/23/2014 527,78 2) 93.432 DODGE & COX FDS (256206103) INTL STK FD Mutual Fund (as quoted by NASDAQ) 09/23/2014 45.95000 Mkt 45.990000 4,296.94 3) 1429.583 FEDERATED EQUITY FDS (314172560) STRG VAL DV INST mutual Fund (as Voted by NASDAQ) 09/2312014 6.16006 Mkt 6.169000 8,006.23 4) 3675.676 FEDERATED TOTAL RETURN SERS (314280101) TOTL RET INSTL Mutual Fund (as quoted by NASDAQ) 09/23/2014 11.06000 Mkt 11.060000 40,652.98 Daily Div. Accrual as of 09/23/2014 93.28 5) 2951.384 PIMOO FDS PAC INVT MGMT SER (693390304) LOW DURATION Mutual Fund (as quoted by NASDAQ) 09/23/2014 10.32000 Mkt 10.320606 30,08.28 Daily Div. Accrual as of 09/2312014 10.00 6) 803.057 PIMOO FDS PAC INVT MGMT SER (722005626) ALL ASSET INST Mutual Fund (as quoted by NASDAQ) 09/2312014 12.42000 Mt 12.420000 9,973.97 7), 296.913 ROWS T PRICE EQUITY INCOME FD (779547108) SH BEN INT Mutual Fund (as quoted by NASDAQ) 09/23/2014 34.26000 Mkt 34.260000 10,172.24 8) 328,043 VANGUARD/WELLBSLEY INCOME FD (921938205) ADMIRAL SHARES Mutual Fund (as quoted by NASDAQ) 09/23/2014 62.35000 Mkt 62.350000 20,453.48 9) 1147.475 VANGUARD FIXED INCOME SECS FD (922031737) WELT PRT ADMR Mutual Fund (as quoted by NASDAQ) 09/23/2014 26.25000 Mkt 26.250000 30,121.22 10) 3086.805 VANGUARD FIXED INCOME SECS FD (922031810) INTRM INVGRDAD Mutual Fund (as quoted by NASDAQ) 09/23/2014 9.87600 Mkt 9.870000 30,466.77 Daily Div. Accrual as of 09/23/2014 63.93 Page 1 This report was produced with BstateVal, a product of Estate Valuations%& Pricing Systems, Inc. If you have questions;, please contact EVP Systemg at (818) 313-6300 or wwwevpsys.com. (Revision 7.4.0) i i i i Date of Death: 09/23/2014 Estate of: Dorothy N. Singiser Valuation Date: 09/2312014 Account- 1941 Processing Date: 09/24/2014 Report Type: Date of Death Number of Securities: 12 File ID: D. Singiser #1941 Shares Security mean and/or Div and Int Security or Par Description High/Ask Low/Bid Adjustments Accruals Value 11) 3795.848 VANGUARD FIXED INCOME SECS FD (922031836) STRM INVGRA AD Mutual Fund (as quoted by NASDAQ) 09/23/2014 10.72000 Mkt 10.720000 40,691.49 Daily Div. Accrual as of 09/23/2014 52.73 12) 95.801 VANGUARD INDEX FDS (922908496) 500 IDX FD SKS Mutual Fund (as quoted by NASDAQ} 09/23/2014 151.08000 Mkt 151.080000- 12,962.92 Total Value. $340,939.42 Total Accrual; $747.72 Total: $341,687.14 Portfolio Endnotes Beistle Company 9072001993 Market Value $324,052.30 Federated Money Market #609349625 $18,176.06 Accrued Int. $0.46 US Savings Bonds HH - Due 8116 market Value $500.00 OSB002499a Us Savings Bonds HH - Due S116 Market Value $1500.00 #530025995 Completed on 9124/2014 By.- Michele J. Reed, Fiduciary Administrative Assistant Page 2 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact WO Systems at (818) 313-6300 or www.evpsys.tom. (Revision 7.4.0) ORRSTOWN BANK A Tradition of ExcelLence November 5,2014 Law Offices of Zullinger-Davis 14 North Main St Suite 200 Chambersburg PA 17201 Fax: 717-264-1884 Re: Estate of Dorothy M Singiser Social Security Number 205-09-9588 Date of Death 09/23/14 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD THE FOLLOWING ACCOUNT WITH ORRSTOWN BANK: CHECKING ACCOUNT Account No- 103009725 Account Type- Relation Interest Checking Account Title- Dorothy M Singiser Date Opened- 04/13/11 Joint Account(name/date) No Balance- $17,783.17 Accrued Interest $0.39 Best Regards, k-- Susan R.Eyer Deposit Processing Representative H 2695 Philadelphia Avenue- Chambersburg,PA 17201